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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,278 | $155,555-66.4% | $146,866-64.4% | $155,188-66.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 13.93% | 115.41%-101.5pp | 102.85%-88.9pp | 148.84%-134.9pp |
| Employer contribution / active EE | $16,784 | $4,647+261.2% | $4,425+279.3% | $4,248+295.1% |
| Participant deferral / active EE | $26,284 | $8,044+226.7% | $7,759+238.7% | $6,531+302.4% |
| Admin fee / account holder | $23,466 | $14,755+59.0% | $13,620+72.3% | $14,480+62.1% |